Grant Evans is a financial advisor at True North Wealth with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Edward Jones, Charles Schwab, and ALPS Company. Outside of finance, he owns Evans Basketball Academy, providing basketball lessons and fitness coaching. True North Wealth serves individual clients and employer-sponsored retirement plans, offering investment management, financial planning, retirement plan consulting as a 3(21) fiduciary, and educational seminars. The firm employs an investment approach based on asset allocation and modern portfolio theory, utilizing both passive and active vehicles, and is notable for providing pension consulting and educational services uncommon among similar independent advisors.

David Gilliam is a financial advisor at David P. Gilliam & Associates, Inc. in Muncie, IN, with 39 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 1994 before founding his own firm in 2016. His outside activities include operating his advisory business as a hybrid RIA and offering financial plans on an hourly basis. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with third-party advisory programs through LPL Financial, employing technical analysis and allowing clients to impose written investment restrictions.

Samuel Campbell is a financial advisor at David P. Gilliam & Associates, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial and Thrivent Financial. Outside of his advisory role, he serves on the boards of the Martin Riverside Society and Sigma Phi Epsilon AVC in Muncie, Indiana. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm combines custom discretionary strategies with LPL-managed programs and employs technical analysis in security selection, offering both discretionary and non-discretionary portfolio management options.

Sarah Mccord is a financial advisor at Cardinal Capital Management, LLC with 18 years of industry experience. She holds Series 63 and Series 65 designations and has been with Cardinal Capital Management since 2011. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, including high-net-worth clients, retirement plans, trusts, and other entities. The firm uses a combination of tactical asset allocation, fundamental and technical analysis, and may employ short-term trading and option strategies when appropriate.

Lee Snider is a financial advisor at Cardinal Capital Management, LLC with 27 years of industry experience. He holds a Series 63 designation and has been with Cardinal Capital since 2012. He also has a longstanding affiliation with Commonwealth Ins dating back to 1987. Cardinal Capital Management provides personalized financial planning, discretionary portfolio management, and pension consulting to individuals, retirement plans, trusts, and other entities. The firm employs a mix of tactical asset allocation, fundamental and technical analysis, and may utilize short-term trading and option strategies.

Chad Gilliam is a financial advisor with David P. Gilliam & Associates, Inc. in Muncie, Indiana, holding Series 63 and Series 65 licenses with 19 years of industry experience. He has been with David P. Gilliam & Associates since 2016 and also maintains an affiliation with LPL Financial dating back to 2010. David P. Gilliam & Associates, Inc. provides financial planning and portfolio management services primarily for individuals, including high-net-worth clients, as well as corporations, charities, and retirement plans. The firm employs a combination of custom discretionary strategies and LPL-managed programs, incorporating technical analysis and offering clients options for discretionary and non-discretionary portfolio management.

Melissa O'Connor is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds Series 65 and Series 66 credentials. Her prior roles include positions at Virtual Partners Group, Comprehensive Financial Consultants, Pulp & Pine, LLC, and several other financial firms. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets with a long-term investment approach that includes customized portfolios using ETFs, mutual funds, individual securities, and alternative investments.

Adam Mc Henry is a ChFC® credentialed advisor with 17 years of industry experience, currently with Bankers Life Advisory Services, Inc. since 2016. He has prior experience at ProEquities, Inc. and has also served as an insurance agent with Bankers Life & Casualty, Inc., focusing on non-variable insurance and annuity products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a combination of fundamental and technical analysis in its investment approach.

Robert Donati is a financial advisor with Bankers Life Advisory Services, Inc., holding the ChFC® designation and Series 63 license. He has 26 years of industry experience and has worked with firms including Proequities, Inc. and Bankers Life Securities, Inc. Donati serves as a board member for Muncie Endurathon, Inc., a charitable organization focused on athletics. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals, emphasizing customized asset allocation, tax efficiency, and a blend of fundamental and technical analysis in its investment approach.

Ashley Hansard is a CFP® professional with six years of experience in financial advisory, currently with Creative Planning since 2020. Prior to that, Ashley worked at Miller Financial Management, LLC for four years and at Ardagh Group for four years. Ashley is based in Muncie, IN. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated businesses that extend beyond traditional advisory services.